See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,060 | $109,359-11.2% | $162,163-40.1% | $72,985+33.0% |
| Participation rate | 86.0% | 84.3%+1.8pp | 87.6%-1.5pp | 69.5%+16.6pp |
| Annual return | -9.87% | 25.46%-35.3pp | 115.59%-125.5pp | 81.00%-90.9pp |
| Employer contribution / active EE | $2,107 | $3,907-46.1% | $5,614-62.5% | $2,440-13.7% |
| Participant deferral / active EE | $4,402 | $5,481-19.7% | $7,298-39.7% | $3,607+22.0% |
| Admin fee / account holder | $10,130 | $7,972+27.1% | $10,843-6.6% | $5,124+97.7% |